Filings through Oct 24, 2026.

Intecrowd LLC 401(k) Plan

Name: INTECROWD LLC - INTECROWD LLC 401(K) PLAN (2024) Form 5500
Creator: INTECROWD LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTECROWD LLC 401(K) PLAN, INTECROWD LLC

Intecrowd LLCEIN 47-2762732Plan #001PY 2024

8927 HYPOLUXO ROAD, SUITE A-4-330 - LAKE WORTH, FL 33467561-715-1329intecrowd.comLinkedIn201-500 employeesinformation technology and services

How to read this page

Prospect flags

1 of 18 flags tripped on the 2024 filing.

How flags work

Opportunity
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Schedule H, line 4i

Total assets (EOY)

$11.7M

+36.0% from 2023

Total participants

291

+3.6% from 2023

Average account balance

$41,789

+29.7% from 2023

Annual return

27.87%

+1.40 pp from 2023

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 6,305 peers

Industry: 54 - Professional, Scientific, and Technical Services
Plan type: Defined contribution
Participants: 100-249
Cohort: 6,305 peers
Snapshot: 2024

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

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Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2024 filing, 1 of 7 years on record. Charts need 3 years.

2024 filing

Total assets (EOY): $11,742,618
Participants: 291
Contributions: $2,161,705
Annual return: 27.87%

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2022 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$12K in admin expenses, $42 per participant (all participants, line 6f).

Schedule H, line 2i

Recordkeeping$12K (100%)

Admin expense ratio

0.104%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

1 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

12 funds of $250K or more; 24 lines in all, holding $11.6M of the plan's $11.7M. Recordkeeper: not identified.

2024 filing, Schedule H, line 4i

In collective trusts0%median 0% for plans of $5M to $50M (40,449 plans)

In index funds80%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series0%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Vanegrd 500 Index Fund Adm Manager not matched · Separate account Index	Not yet matched	Separate account	$1.6M	13.8%
Voya Index Solution 2045 P Z Voya · Separate account Index	Voya	Separate account	$1.6M	13.4%
Vanegrd Balanced Index Fnd Adm Manager not matched · Separate account Index	Not yet matched	Separate account	$1.2M	10.2%
Voya Index Solution 2055 P Z Voya · Separate account Index	Voya	Separate account	$1.1M	9.7%
Voya Index Solution 2040 P Z Voya · Separate account Index	Voya	Separate account	$907K	7.8%
Voya Index Solution 2035 P Z Voya · Separate account Index	Voya	Separate account	$901K	7.7%
Voya Index Solution 2050 P Z Voya · Separate account Index	Voya	Separate account	$654K	5.6%
Voya Index Solution 2060 P Z Voya · Separate account Index	Voya	Separate account	$554K	4.8%
Amcap Fund Class R-6 Capital Group · Separate account	Capital Group	Separate account	$489K	4.2%
Voya Index Solution 2030 P Z Voya · Separate account Index	Voya	Separate account	$466K	4.0%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

14 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 2 by compensation.

Schedule C

Provider	Service type	Compensation
FIRSTWAVE FINANCIAL4 years Service code 99 · EIN 59-3342126 Other Fees	Other Fees	$73,027
ECONOMIC GROUP PENSION SERVICES1 year Filed as: ECONOMIC GROUP PENSION SERVICE Service code 49 Other Services	Other Services	$4,883

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: PIVOT CPA'S
Auditor EIN: 20-0708248
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

7 feature codes on the 2024 filing.

Line 8a

Plan feature codes2A2E2F2G2J2K3D

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

Vanegrd 500 Index Fund Adm

Manager not matched · Separate account

Index

$1.6M

13.8%

Voya Index Solution 2045 P Z

Voya · Separate account

Index

$1.6M

13.4%

Vanegrd Balanced Index Fnd Adm

Manager not matched · Separate account

Index

$1.2M

10.2%

Voya Index Solution 2055 P Z

Voya · Separate account

Index

$1.1M

9.7%

Voya Index Solution 2040 P Z

Voya · Separate account

Index

$907K

7.8%

Voya Index Solution 2035 P Z

Voya · Separate account

Index

$901K

7.7%

Voya Index Solution 2050 P Z

Voya · Separate account

Index

$654K

5.6%

Voya Index Solution 2060 P Z

Voya · Separate account

Index

$554K

4.8%

Amcap Fund Class R-6

Capital Group · Separate account

$489K

4.2%

Voya Index Solution 2030 P Z

Voya · Separate account

Index

$466K

4.0%

Provider

Compensation

FIRSTWAVE FINANCIAL4 years

Service code 99 · EIN 59-3342126

Other Fees

$73,027

ECONOMIC GROUP PENSION SERVICES1 year

Filed as: ECONOMIC GROUP PENSION SERVICE

Service code 49

Other Services

$4,883

Intecrowd LLC 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Intecrowd LLC 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Intecrowd LLC 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Intecrowd LLC 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion